Starting your own firm is exciting for many financial professionals, including insurance agents and breakaway advisors. While this transition can be challenging, there are also...
As one of the leading Super OSJs of Securities America, Evolution Financial Advisors (EFA) has created a service that our independent financial professional partners rely...
In today’s fast-paced financial world, you may find that as an independent financial professional, you need more time to manage your current clients’ assets, meet...
As an independent financial professional in today’s fast-paced, digital-centric environment, it’s crucial to leverage the power of technology to stay competitive. If you’re still questioning,...
Are you a CERTIFIED FINANCIAL PLANNER™ looking for a way to grow your business and maximize operational efficiency? The OSJ (Office of Supervisory Jurisdiction) model...
Are you an independent financial firm looking to understand more about OSJs (Offices of Supervisory Jurisdiction) and what working with a large enterprise could do...